Latest Institutional Purchases of Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
308K+ 246.26% |
$15.3M - $15.5M
|
433K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182K+ 31.1% |
$9.05M - $9.14M
|
766K
$38.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
170K+ 248.68% |
$8.44M - $8.53M
|
238K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95.3K+ 267.37% |
$4.74M - $4.79M
|
131K
$6.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.2K+ 15.63% |
$4.64M - $4.69M
|
690K
$34.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
43.6K+ 7.46% |
$2.17M - $2.19M
|
628K
$31.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 79.66% |
$1.88M - $1.9M
|
85K
$4.25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 9.87% |
$1.86M - $1.88M
|
417K
$20.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.3K+ 331.18% |
$1.46M - $1.47M
|
38.2K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.1KNew |
$702K - $709K
|
14.1K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.7K+ 13.78% |
$632K - $639K
|
105K
$5.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.8K+ 18.77% |
$586K - $592K
|
74.5K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.1K+ 18.32% |
$553K - $559K
|
71.8K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
10.9KNew |
$542K - $548K
|
10.9K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
10.6K+ 16.46% |
$527K - $533K
|
75K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.31K+ 63.53% |
$463K - $468K
|
24K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.95K+ 79.81% |
$445K - $450K
|
20.2K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.59KNew |
$378K - $381K
|
7.59K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.83K+ 22.36% |
$340K - $343K
|
37.4K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.7K+ 11.34% |
$284K - $287K
|
56K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.6KNew |
$279K - $282K
|
5.6K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 10.83% |
$267K - $269K
|
54.8K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 17.65% |
$259K - $261K
|
34.7K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.1KNew |
$254K - $256K
|
5.1K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.98K+ 33.05% |
$248K - $250K
|
20K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$243K - $245K
|
4.88K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.69K+ 7.66% |
$233K - $236K
|
65.9K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.29K+ 5.26% |
$164K - $165K
|
65.8K
$3.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.17K+ 3.76% |
$158K - $159K
|
87.3K
$4.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.6K+ 18.5% |
$129K - $130K
|
16.6K
$830K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.51K+ 21.82% |
$125K - $126K
|
14K
$699K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.3K+ 0.56% |
$114K - $116K
|
410K
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 7.06% |
$114K - $115K
|
34.6K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.53K+ 3.77% |
$76.3K - $77.1K
|
42.2K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 7.57% |
$66.3K - $67K
|
18.9K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.29K+ 12.3% |
$64.3K - $65K
|
11.8K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.19KNew |
$59.2K - $59.8K
|
1.19K
$59.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 193.16% |
$56.2K - $56.8K
|
1.72K
$85.6K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
964+ 20.38% |
$48K - $48.5K
|
5.69K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
868+ 1.75% |
$43.2K - $43.6K
|
50.5K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
787+ 0.11% |
$39.2K - $39.6K
|
702K
$35.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 9.56% |
$26.3K - $26.6K
|
6.06K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
493+ 3.03% |
$24.5K - $24.8K
|
16.8K
$837K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
395+ 4.58% |
$19.7K - $19.9K
|
9.03K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
95+ 1.75% |
$4.73K - $4.78K
|
5.54K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
88+ 0.64% |
$4.38K - $4.42K
|
13.9K
$694K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
73+ 0.69% |
$3.63K - $3.67K
|
10.6K
$529K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48+ 0.63% |
$2.39K - $2.41K
|
7.71K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
38+ 0.27% |
$1.89K - $1.91K
|
14K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.46% |
$945 - $955
|
4.11K
$205K
|